Other · DOL Form 5500 · 2024

Goodwill Industries of Kentucky, Inc. Retirement Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
2,064
Participants Near avg headcount
72nd
Percentile by assets National rank
$10,494
Avg per participant Low balance/head
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Official DOL plan name: 403(b) Thrift Plan for Goodwill Industries of Kentucky, Inc. · Sponsored by Goodwill Industries of Kentucky, Inc. · Kentucky · Retail Trade

$22M in assets, 2,064 participants

Goodwill Industries of Kentucky, Inc.'s 403(b) Thrift Plan for Goodwill Industries of Kentucky, Inc. reported $22M in total assets and 2,064 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #6,599 in Retail Trade (8,048 peers)

Coverage in Kentucky

403(b) Thrift Plan for Goodwill Industries of Kentucky, Inc. covers 2,064 participants in Kentucky, 3.2x the typical Kentucky plan (state average ~647 per filing). Assets: $22M.

#6,599
in Retail Trade (8,048 peers)
+17.5%
assets growth YoY

403(b) Thrift Plan for Goodwill Industries of Kentucky, Inc.'s outsized position by total assets

403(b) Thrift Plan for Goodwill Industries of Kentucky, Inc. vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$21,660,460 Top 28% higher than 72% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

403(b) Thrift Plan for Goodwill Industries of Kentucky, Inc.'s large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. 403(b) Thrift Plan for Goodwill Industries of Kentucky, Inc. lands in the large band (2,064 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 403(b) Thrift Plan for Goodwill Industries of Kentucky, Inc. end-of-year assets rose from $18M in the plan year 2023 filing to $22M in the plan year 2024 filing.
  • 403(b) Thrift Plan for Goodwill Industries of Kentucky, Inc. reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • 403(b) Thrift Plan for Goodwill Industries of Kentucky, Inc. reported participants rose from 1,878 in the plan year 2023 filing to 2,064 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 610475284 · Goodwill Industries of Kentucky, Inc. PY 2024 · Other

403(b) Thrift Plan for Goodwill Industries of Kentucky, Inc. · $22M · 2,064 · 72nd

  • IND $22M
  • IND 2,064
  • IND 72nd
  • IND Other
  • IND near Ehs, Inc 403(b) Plan
  • IND ind #6599

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Retail Trade retirement plans → · Plans in Kentucky →

403(b) Thrift Plan for Goodwill Industries of Kentucky, Inc. in the asset neighbourhood

St. Luke's School 403(b) Plan$22MEhs, Inc 403(b) Plan$22MNew Hampton School Defined Contribution and Tax Deferred Annuity Retirement PlanNew Hampton School Defined C…$22M403(b) Thrift Plan for Goodwill Industries of Kentucky, Inc.403(b) Thrift Plan for Goodw…$22MResources for the Future, Inc. 403(b) Retirement PlanResources for the Future, In…$22M
End-of-year total assets ($M) among 403(b) Thrift Plan for Goodwill Industries of Kentucky, Inc. and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Kentucky filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$22M
Net Income$3M
Employer EIN610475284
Plan Effective Date1993-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Goodwill Industries of Kentucky, Inc.)

Sponsor-wide plan assets over time

All Goodwill Industries of Kentucky, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$22M 45.98139807850505% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $14.8M $21.7M ▲ +46.0%
Year Plans Participants Total Assets
2022 1 1,694 $15M
2023 1 1,878 $18M
2024 1 2,064 $22M

Nearby Other Plans in Kentucky

Peer Other plans, same state, same plan type, ranked by total assets.

403(b) Thrift Plan for Goodwill Industries of Kentucky, Inc. vs. nearby Other plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants 403(b) Thrift Plan for Goodwill Industries of Kentucky, Inc., Total assets ($B): 0.02166046 · Participants: 2064403(b) Thrift Plan for Goodwill Industries of Kentucky, Inc.Norton Healthcare 403(b) Retirement Savings Plan, Total assets ($B): 2.274518139 · Participants: 21863Norton Healthcare 403(b) Retirement Savings PlanBaptist Health Thrift Plan, Total assets ($B): 1.156320612 · Participants: 0Baptist Health Thrift PlanElectrical Workers Local 369 Retirement Fund, Total assets ($B): 0.548729286 · Participants: 3633Electrical Workers Local 369 Retirement FundElectrical Workers Local 369 Retirement Fund, Total assets ($B): 0.498958779 · Participants: 3367Electrical Workers Local 369 Retirement FundElectrical Workers Local 369 Retirement Fund, Total assets ($B): 0.452526825 · Participants: 3350Electrical Workers Local 369 Retirement Fund
403(b) Thrift Plan for Goodwill Industries of Kentucky, Inc. vs. nearby Other plans in Kentucky, assets vs. participants

403(b) Thrift Plan for Goodwill Industries of Kentucky, Inc.'s out-of-state Other peers by assets and headcount

Outside Kentucky, the nearest Other by assets is Ehs, Inc 403(b) Plan in NY ($22M); by covered participants it is Sturdy Memorial 403(b) Plan in MA (2,064 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,064 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did 403(b) Thrift Plan for Goodwill Industries of Kentucky, Inc. assets move in 2024?
403(b) Thrift Plan for Goodwill Industries of Kentucky, Inc. grew sharply - up 17.5% during 2024, from $18M to $22M. Reported net income was $3M.
How have Goodwill Industries of Kentucky, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Goodwill Industries of Kentucky, Inc.'s sponsor-wide assets grew 46.0%, from $15M to $22M.
Which Other plans are similar in size to 403(b) Thrift Plan for Goodwill Industries of Kentucky, Inc.?
Among Other plans in other states, the closest by assets is Ehs, Inc 403(b) Plan in NY ($22M, 470 participants).
Which Other plans cover a similar participant headcount to 403(b) Thrift Plan for Goodwill Industries of Kentucky, Inc.?
Among Other plans in other states, the closest by covered participants is Sturdy Memorial 403(b) Plan in MA (2,064 participants, $218M in assets).